Schwab Sp 500 Fund Manager Performance Evaluation
| SWPPX Fund | USD 77.11 0.17 0.22% |
The entity has a beta of 1.0, which indicates possible diversification benefits within a given portfolio. Schwab Sp returns are very sensitive to returns on the market. As the market goes up or down, Schwab Sp is expected to follow.
Risk-Adjusted Performance
7 of 100
Weak | Strong |
OK
Compared to the overall equity markets, risk-adjusted returns on investments in Schwab Sp 500 are ranked lower than 7 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Schwab Sp is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
...more1 | Dont Give up on Actively Managed Mutual Funds - American Enterprise Institute | 03/07/2024 |
| Expense Ratio Date | 27th of February 2023 | |
| Expense Ratio | 0.0200 |
Schwab |
Schwab Sp Relative Risk vs. Return Landscape
If you would invest 7,422 in Schwab Sp 500 on January 19, 2024 and sell it today you would earn a total of 306.00 from holding Schwab Sp 500 or generate 4.12% return on investment over 90 days. Schwab Sp 500 is currently producing 0.0667% returns and takes up 0.7248% volatility of returns over 90 trading days. Put another way, 6% of traded mutual funds are less volatile than Schwab, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Schwab Sp Current Valuation
Fairly Valued
Today
Please note that Schwab Sp's price fluctuation is very steady at this time. At this time, the fund appears to be fairly valued. Schwab Sp 500 has a current Real Value of $77.23 per share. The regular price of the fund is $77.11. We determine the value of Schwab Sp 500 from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will draw towards each other.
Our valuation method for Schwab Sp 500 is useful when determining the fair value of the Schwab mutual fund, which is usually determined by what a typical buyer is willing to pay for full or partial control of Schwab Sp. Since Schwab Sp is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Schwab Mutual Fund. However, Schwab Sp's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 77.11 | Real 77.23 | Hype 77.17 | Naive 76.01 |
The real value of Schwab Mutual Fund, also known as its intrinsic value, is the underlying worth of Schwab Sp 500 Mutual Fund, which is reflected in its stock price. It is based on Schwab Sp's financial performance, assets, liabilities, growth prospects, management team, or industry conditions. The intrinsic value of Schwab Sp's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Schwab Sp's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Schwab Sp 500 helps investors to forecast how Schwab mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Schwab Sp more accurately as focusing exclusively on Schwab Sp's fundamentals will not take into account other important factors: Schwab Sp Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Schwab Sp's investment risk. Standard deviation is the most common way to measure market volatility of mutual funds, such as Schwab Sp 500, and traders can use it to determine the average amount a Schwab Sp's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0921
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | ||||
| Cash | SWPPX | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Estimated Market Risk
| 0.72 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.09 actual daily | 7 93% of assets perform better |
Based on monthly moving average Schwab Sp is performing at about 7% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Schwab Sp by adding it to a well-diversified portfolio.
Schwab Sp Fundamentals Growth
Schwab Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Schwab Sp, and Schwab Sp fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Schwab Mutual Fund performance.
| Price To Earning | 2.93 X | ||||
| Price To Book | 2.75 X | ||||
| Price To Sales | 1.93 X | ||||
About Schwab Sp Performance
To evaluate Schwab Sp 500 Mutual Fund as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Schwab Sp generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Schwab Mutual Fund's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Schwab Sp 500 market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Schwab's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.The fund generally invests at least 80 percent of its net assets in these stocks typically, the actual percentage is considerably higher. It generally will seek to replicate the performance of the index by giving the same weight to a given stock as the index does. The index includes the stocks of 500 leading U.S. publicly traded companies from a broad range of industries.Things to note about Schwab Sp 500 performance evaluation
Checking the ongoing alerts about Schwab Sp for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Schwab Sp 500 help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.Evaluating Schwab Sp's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Schwab Sp's mutual fund performance include:- Analyzing Schwab Sp's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Schwab Sp's stock is overvalued or undervalued compared to its peers.
- Examining Schwab Sp's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Schwab Sp's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Schwab Sp's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Schwab Sp's mutual fund. These opinions can provide insight into Schwab Sp's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Schwab Sp 500. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in american community survey. You can also try the Sign In To Macroaxis module to sign in to explore Macroaxis' wealth optimization platform and fintech modules.